Basics
Customize your Overview dashboard
Build a facility command center with widgets, charts, maps, and reusable app components on the Dashboard (beta) page.
What you will accomplish
You will open the Dashboard page (labeled Beta in the sidebar), add panels that show schedule, parking, inbox, and other live data, save your personal layout, and know how team admins set a default layout for new staff.
When this is set up well, managers and front-desk staff see the same live picture of the facility without opening five different pages.
When to use this page
- You want one screen that shows today’s schedule, parking map, inbox, or charts together.
- You are a manager setting up how new teammates first see the app after sign-in.
- Your role works better with a billing or floor operations layout than the default mix of widgets.
Before you start
- You can sign in to the staff dashboard.
- Your facility already has some data (customers, cars, schedule events, or parking spots) so panels are not empty. If you are brand new, finish Prepare your first customer and car first.
- Use a desktop or laptop with a wide screen when dragging and resizing panels. Phones can reorder panels but cannot resize the grid the same way.
- To change the team default layout for everyone, you need team admin access.
What you can add to the dashboard
Panels from existing pages — slices of Schedule, Cars, Parking Spots, Inbox, Payments, and more. They use the same components as the full pages, sized for your dashboard.
Charts — revenue, occupancy, customer stages, and other metrics.
Shortcuts — quick actions such as creating an event or opening common pages.
Alerts — a compact list of items that need attention.
Layout templates — starter layouts named Operations standard, Billing focus, and Floor operations. You can apply a template, then adjust panels.
Customize your own layout
- Open Dashboard
In the left sidebar, click Dashboard (you may see a small Beta badge next to it).
Or go directly to Dashboard.
Expected result: The page title at the top says Dashboard. You see your current panels (or an empty grid if no layout is saved yet).
- Click Edit
Near the top-right of the page, click Edit.
Why this matters: Edit mode unlocks adding panels, dragging them, and saving your layout. View-only mode keeps you from changing the grid by accident.
Expected result: The subtitle changes to mention dragging panels. An Add panel dashed box appears above the grid. The top button changes from Edit to Save.
- Add panels
Click the dashed Add panel box, or use the panel picker from the flow your screen shows.
Expected result: A window titled Add panel opens. It lists groups such as Schedule, Cars, Parking, Charts, Shortcuts, and Alerts.
- Pick a panel and close the window
Click the panel you want (for example Schedule · calendar or Parking map).
The window closes and the panel appears on your dashboard.
Tip: Start with two or three panels you will actually look at every day. You can add more later.
- Drag and resize on desktop
On a wide screen, drag a panel by its handle to move it. Drag corners or edges to change size when handles appear.
Expected result: The layout matches how your team works — for example, schedule on the left and parking on the right.
- Click Save
Click Save in the top-right.
Expected result: You see a short success message. Edit mode ends. Your layout is stored for your user account.
Apply a layout template
Templates replace your current panel arrangement with a tested starter layout. Use them when you prefer not to build from a blank grid.
- Enter edit mode
On Dashboard, click Edit.
- Open Add panel
Click Add panel.
- Click Apply layout template
At the bottom of the Add panel window, click Apply layout template.
Expected result: A window titled Apply layout template lists Operations standard, Billing focus, and Floor operations with short descriptions.
- Choose a template
Click the template that fits your role.
- Operations standard — month calendar, facility activity, charts, and parking map.
- Billing focus — inbox, events table, quick actions, and CRM-style board.
- Floor operations — parking map, progress board, whiteboard, and five-day schedule.
Why this matters: You get a full layout in one click, then tweak only what you need.
- Save
Click Save on the dashboard page.
Expected result: Your personal dashboard uses the new template until you change it again.
Reset to the team default
If your personal layout feels wrong, you can go back to what your facility admin set for the team.
- Open Add panel while editing
Click Edit, then Add panel.
- Click Reset to team default
At the bottom of the Add panel window, click Reset to team default.
Expected result: Your dashboard matches the team default layout. Any personal changes you had saved are replaced.
- Save if prompted
If you are still in edit mode, click Save when you are finished reviewing the layout.
Team admin: set the default layout for new staff
Team admins control what new teammates see on Dashboard before they customize their own view.
- Open Team settings
Go to Settings → Team.
- Find Default dashboard layout
Scroll to the card titled Default dashboard layout.
Expected result: You see a preview grid and Save team default (on desktop you can drag panels here too).
- Adjust panels
Use Add panel the same way as on your personal dashboard. Drag and resize on desktop.
Why this matters: New hires see a layout that matches how your facility actually runs — not a generic empty screen.
- Save team default
Click Save team default.
Expected result: Future team members start from this layout until they click Edit and save their own.
Create an event from the dashboard
Scheduling work still happens on the full Schedule page or from Create event.
- Use the Quick actions panel on your dashboard when you added that shortcut.
- Click Create event in the sidebar to open Create event.
- Open Schedule for the full calendar, filters, and booking tools. See Create an appointment.
Common mistakes to avoid
Troubleshooting
What to do next
- Brand new to the app? Continue with Getting started overview for the full onboarding path.
- Need a tour of every sidebar item? Read Learn the dashboard.
- Still setting up the workspace? Use Complete the Setup Guide.
- Ready for daily operations? Open Schedule overview or Parking Spots overview.